Business Development  ·  Sales Infrastructure  ·  Founder Advisory
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Lohman Advisory
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How we work

Clear scope. Fixed checkpoints. A system you own.

Most founders start with the six-week build. Once the playbook and CRM are in place, you decide whether you want ongoing support.

Engagement models

Three ways to work together.

Every engagement is scoped to where your firm is today. Pricing is agreed up front.

01 · Build

Sales Infrastructure Build

Format Flat-fee projectTimeline 6 weeks

Install the sales operating system so growth no longer depends on the founder's memory and availability.

  • Custom sales playbook
  • HubSpot Sales Starter, fully configured
  • Sales activity mapping sessions
  • Strategic alignment before delivery
Scope a build
02 · Execute

Fractional Business Development

Format Monthly retainerTerm Ongoing

Senior BD capacity without a full-time hire. Bailie runs prospecting, outbound and deal strategy alongside your team.

  • Target accounts and outbound campaigns
  • Weekly pipeline reviews and deal movement
  • Proposals and conference strategy
  • CRM hygiene and reporting
Talk retainers
03 · Partner

Growth Partnership

Format Extended retainerLevel Executive

A strategic partner to the founder who owns revenue priorities, key accounts and the plan for scaling the team.

  • Everything in Fractional BD
  • Executive ownership of key accounts
  • Vendor, marketing and systems alignment
  • Hiring and capacity planning
Explore a partnership
The six-week build

From kick-off to a configured CRM.

A fixed sequence with clear checkpoints, so you always know what's next and what you're getting.

1
Week 1

Kick-off & onboarding

Goals, current tools, who sells today and where deals stall.

2
Weeks 2–3

Sales activity mapping

Two working sessions to document how revenue actually happens.

3
Week 4

Strategic alignment

Review the draft system together before anything is finalized.

4
Week 5

Playbook delivery

Your custom sales playbook, ready to train a team on.

5
Week 6+

CRM configuration

HubSpot pipelines, stages and properties built to match the playbook.

Deliverable

The Sales Playbook

A working manual for how your firm finds, qualifies and closes clients, written so someone other than the founder can run it.

  1. §1
    Lead qualification frameworkClear criteria for which leads get time and which don't.
  2. §2
    Discovery call structureA repeatable call flow that uncovers real pain points.
  3. §3
    Ideal client personaWho buys, why they buy, and how to reach them.
  4. §4
    Deal stages & success criteriaDefined exit criteria so pipeline numbers mean something.
  5. §5
    CRM hygiene & pipeline standardsRules that keep data clean and reports trustworthy.
  6. §6
    Trust-transfer scriptsHow to introduce new team members without losing the client's confidence.

What we need from you

  • About an hour each for kick-off, two working sessions and an alignment call
  • Access to your current CRM, proposals and client list
  • Honest input on where deals stall and what you want to hand off

What you own at the end

  • A custom sales playbook your team can run
  • HubSpot configured to match it
  • The clarity to decide who to hire and what to delegate

When you're ready to grow the team, the foundation will be in place.

Start with a 30-minute discovery call about where your sales stand today. No pitch deck.

Book a Discovery Call